Tax Optimizer
Use the Tax Optimizer page to change the default tax lot-matching method for your account. To do so, you may take the steps outlined below.
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Click Performance & Reports > Tax Documents.
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Alternatively, click Menu in the top left corner > Reporting > Tax Documents
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In the Tax Optimizer panel, select the drop down menu to change the default Account Match Method.
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Press Save Changes.
Note: If you log out of Portal while the Tax Optimizer is open, you will not be able to save your changes in the Tax Optimizer.